Deepak Shenoy’s Investment Playbook: How to Build Wealth in India

In this powerful episode of The India Opportunity Show, we sit down with Deepak Shenoy, founder & CEO of CapitalMind, to explore what it really takes to build long-term wealth, survive brutal markets, and identify India’s next big investing opportunities. From launching a ₹2,000 crore asset management firm to riding the waves of market crashes, Deepak shares battle-tested insights on: • The rise of India’s defense sector • Price momentum vs value investing • Building assets instead of chasing income • Emotional mistakes investors make • Macro trends that will define 2025 Whether you’re a young investor, startup founder, or wealth enthusiast, this is a masterclass you don’t want to miss. Timestamps 00:00 – Teaser 01:04 – Meet Deepak Shenoy: Founder of CapitalMind 02:28 – His Top 3 Investing Principles 02:41 – Principle 1 04:54 – Principle 2 07:27 – Principle 3 09:13 – Why Deepak avoids meeting management 11:29 – Momentum investing case study: ₹900 to ₹16,000 13:52 – Why price momentum matters more than valuation 15:28 – Defense sector: Post-Ukraine war opportunity 21:00 – Music streaming revolution: Saregama & Tips 25:50 – Macro trend: India's manufacturing & EV push 28:42 – India's financialization boom 32:34 – Why India is a sweet spot for global investing 35:39 – India lacks pure tech, but wins with scale 40:36 – How beginners in 20s/30s should start investing 43:01 – Avoid leverage: Know your "uncle point" 45:01 – Passive vs active investing in India 48:28 – Don’t chase returns, focus on comfort + growth 49:56 – FIRE is overrated: Build income, not just a number 54:00 – 3 biggest mistakes Indians make with money 57:53 – Final advice ------------------------------------------------------------------------------------------------------------------------------------------------------------------ Welcome to The India Opportunity Podcast, hosted by Shrishti Sahu. This channel provides a front-row seat to the visionaries shaping India's future, unlocking the country's immense potential through engaging conversations and inspiring stories. About the Channel: Join us as we dive deep into the transformative journeys of entrepreneurs, investors, and innovators who are making a significant impact in various sectors. Each episode is designed to offer insights into the challenges and triumphs faced by those at the forefront of India's growth story. Our mission is to illuminate the paths taken by these trailblazers and to explore the opportunities that lie ahead for India. About Shrishti Sahu: Shrishti Sahu is a dynamic entrepreneur and the Managing Director of Swadharma Source Ventures (SSV). With a robust background in startups, private equity, and technology, Shrishti has led investments in over 40 companies. Prior to her role at SSV, she founded a fintech company and served at Meta (formerly Facebook), where she headed startup programs. Her passion for fostering innovation and supporting the next generation of leaders drives her commitment to showcasing the stories that define India's entrepreneurial landscape. Subscribe to stay updated on the latest episodes and be inspired by the incredible potential of India! Connect with us: 👉Apple Podcasts - https://podcasts.apple.com/us/podcast... 👉 Spotify Podcasts - https://open.spotify.com/show/3te7aVf... 👉 Newsletter - https://theindiaopportunity.com/ 👉 LinkedIn -   / shrishtii   👉 X - https://x.com/shrishtie 👉 Instagram -   / theindiaopportunity   #DeepakShenoy #InvestingInIndia #IndiaStockMarket #CapitalMind #DefenseStocks #WealthBuilding #InvestingPodcast #MacroTrendsIndia #theindiaopportunity